TheValueist — The market is waking up to the $ENTG story. All-time high today. https://t.co/pqlcZZdmkD↗
Jun 11
TheValueist — $ENTG levered to the NAND story. https://t.co/0YnRjgDWP1↗
April 2026 · 1 mention
Apr 30
TheValueist — $ENTG KEY READ-THROUGHS FROM ENTEGRIS Q1 2026 EARNINGS CALL
Entegris’ Q1 2026 call provided a high-quality cross-cycle signal for the semiconductor supply chain: advanced logic an…↗
March 2026 · 2 mentions
Mar 16
BULL OF BRITAIN — $NVDA GTC - Quick Fire Long positions
-> Fabs ($TSM, $INTC)
-> HBM4 / Memory ( $MU, SK Hynix, Samsung) Feynman = die stacking with custom HBM.
-> Co-Packaged Optics ( $TSEM, $L…↗
Mar 16
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
February 2026 · 8 mentions
Feb 23
Paola Rojas 🐝 — Stanley Druckenmiller made some interesting moves as per their latest 13F filing.
Exposure to natural resources (including oil and gas) grew 4x, and digitalisation stayed nearly t…↗
Feb 18
The AI Investor — Druckenmiller's latest Duquesne moves scream macro rotation:
- heavy into financials ($XLF)
- equal-weight S&P ($RSP), Brazil/emerging ex-China plays ($EWZ calls),
- adds in $GOO…↗
Feb 17
unusual_whales — BREAKING: Stanley Druckenmiller, Duquesne Family Office, has updated their portfolio:
Added:
$XLF, $RSP, $EWX calls, $AMZN Amazon calls, $EZ, increased $GOOGL, $CPNG, $NAMS, $AA,…↗
Serenity — I have $MU positions but I'm just sitting on them.
Speaking of $INTC, was just looking into possible aluminosilicate glass bottlenecks with EMIB-T on glass reportedly used by Goog…↗
Jan 24
Serenity — The potential SiC (Silicon Carbide) Interposer bottleneck stack for $NVDA Rubin and Hyperscaler ASICs (if you didn't like $WOLF):
Downstream SiC:
$TSM - SiC for CoWoS interposers…↗
Jan 15
Leveraged Cat — $ENTG +34% YTD
$Q Qnity +17% YTD
ENTG the closest comp to Qnity. In my view Qnity is the superior asset to ENTG. I rarely do think this, but I think the market is wrong here. Poss…↗
Leveraged Cat — The $ENTG ER is a fantastic read through for $Q - and yet the gap in valuation grows…↗
Feb 10
TheValueist — $ENTG KEY READ-THROUGHS FROM ENTEGRIS Q4 2025 EARNINGS CALL
Entegris’ Q4 2025 call provided a high-signal cross-check on the 2026 semiconductor cycle shape: advanced logic is desc…↗
Feb 10
TheValueist — $ENTG EXECUTIVE CALL SUMMARY: ENTEGRIS INC (02/10/26)
• Q4 2025 results were characterized as landing “at the high-end or above our guidance range,” with Q4 revenue of $824 millio…↗
Feb 2
The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇
1. $SDNK | Sandisk - 156.7%
2. $BE | Bloom Energy - 74.2%
3. $FLNC | Fluence Energy - 55.6%
4…↗
TheValueist — The WFE chatter is getting louder on this app. My custom GAI WFE Index is up 18.0% YTD. Great start to the year, and it looks like momentum will continue. Will the fundamentals sho…↗
Jan 2
Leveraged Cat — Tend to agree
$Q has exposure to so many relevant themes within the semi supply chain, and they are a core US domestic supplier of the various subsectors they have exposure to
On…↗